The Hurdle Rate Podcast

Episode 14 - The World's Evolving Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com   [00:00] Welcome Back to The Hurdle Rate [00:30] Altcoin Treasury Strategy? [05:46] Is Chanos the Next Hurdle Rate Host? [14:31] Checking In on the US Dollar [25:57] Talking Your Own Bag [37:05] Saylor's Latest Bitcoin Buy & Explaining Strategy [46:54] Bitcoin's Resilience Amid Global Tension

Episode 13 - Building for Decades [00:00] Welcome Back to The Hurdle Rate [01:29] What’s Going On with American Politics? [14:46] Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips [20:02] The Upside in STRD [31:40] Is There Something Holding the Bond Market Back? [46:39] Thinking Through the Leverage Ratio of Strategy   Thank you to our sponsor, Swan Bitcoin. We buy Bit...

Episode 12 - Upgrade with Junk Grade [00:00] - Welcome Back to The Hurdle Rate [00:20] - STRD Announcement Reaction [29:40] - Has Bitcoin Peaked for this Cycle? [37:02] - James Wynn’s Wild Ride [38:40] - What Should the Bitcoin Interest Rate Be?

Episode 11 - People Are Dancing [00:00] Welcome Back to The Hurdle Rate [00:11] Recap of the Past Week [03:48] GameStop’s Bitcoin Treasury Announcement [16:24] True North Meetup in Vegas [22:22] Strive’s Big Announcement [39:07] Closing Thoughts

Episode 10 - Have Bitcoin, Get Money [00:00] Welcome Back to The Hurdle Rate [00:40] Another Big Buy for MSTR [17:11] Semler Scientific adds Natalie Brunell to their Board [26:55] Jamie Dimon’s Bitcoin comments [37:26] US Debt gets Downgraded [53:20] Class action lawsuit vs Strategy

Episode 9 - A Movement Has Started [00:00] Welcome Back to The Hurdle Rate [02:14] The latest in the Bitcoin Treasury space [12:12] Being bold and having courage [28:00] Why are retail investors understanding Strategy’s playbook better than  institutions? [34:46] What will be the main themes for investors to learn about? [49:00] Closing thoughts

Episode 8 - Strategy World Recap: A Revolution Ignited [00:00] Welcome Back to The Hurdle Rate [00:34] - Strategy World Recap [07:10] - Strive’s Announcement [19:44] - How Michael Saylor utilized AI to create fixed income products [23:19] - Tim’s takeaways from the conference [26:52] - Ben’s conference breakdown [29:07] - Matt’s remarks on the conference [30:55] - Is Jeff a double or triple Maxi?

Episode 7 - Fully Torqued Bitcoin [00:00] Welcome Back to The Hurdle Rate [00:20] Strategy (MSTR) earnings call recap [01:39] 42/42 Capital Raising Plan [11:43] Permanent Leverage without Refinancing Risk [12:19] Seniority & Volatility of Strategy’s BTC-Backed Securities [17:38] Using BTC Risk for Credit Analysis [23:29] Strategy Liabilities and Capital Structure [33:53] BTC Torque [40:39] Cre...

Episode 6 - Win or Win More [00:30] Welcome Back to The Hurdle Rate [01:15] MSTR Earnings [29:19] 21 Capital’s Announcement [41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World [43:25] What’s taking so long with GameStop? [49:47] Ray Dalio - Is it too late?

Episode 5 - DXY vs. Store of Value Assets [00:30] Welcome Back to The Hurdle Rate [01:26] DXY Breakdown [22:51] Gold vs Bitcoin as the Hurdle Rate [36:59] Interest rates and stagflation [48:00] Strategy, Metaplanet, and Bitcoin dominance

Episode 4 - Bitcoin Portfolio Theory [00:30] Welcome Back to The Hurdle Rate [01:30] Catching up on economic news from the last week [24:15] Jeff’s Monte Carlo simulations [43:13] Matt and Strive’s engagement with Intuit [53:30] Strategy’s mNAV [01:03:41] Closing thoughts

Episode 3 - Negotiating with Penguins [00:30] Welcome Back to The Hurdle Rate [01:20] Tariffs are based on deficits, right? [21:18] What position is the US workforce in to absorb these changes? [31:10] Universal Basic Income [39:40] Should we expect more volatility in the market? [43:05] How does all of this impact Bitcoin? [51:59] What is the path out of this?

Episode 2 - GME On! [00:30] Welcome Back to The Hurdle Rate [00:54] GameStop and the current state of Bitcoin Treasury Adoption [26:00] Metaplanet’s big move [29:27] The Trump Family’s involvement in the Bitcoin Community [38:56] Liberation Day and tariffs [53:36] Is Bitcoin Risk-On or Risk-Off? [59:04] Closing thoughts

Episode 1 - Bitcoin is the Hurdle Rate [0:20] Welcome to The Hurdle Rate [01:17] Meet Matt Cole [03:12] Meet Ben Werkman [04:48] Meet Jeff Walton [06:29] What does Hurdle Rate mean in this current environment? [25:44] Is Bitcoin the Hurdle Rate? [01:07:03] Which AI tools are the guys using? [01:24:30] Tariff talk  [01:36:47] What will happen with inflation?